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Financial Management Professionals’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Financial Management Professionals’s Portfolio ACIO Stock Details ACIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-259
Closed -$9K – 935
2023
Q4 		$9K Hold
259
– – ﹤0.01% 543
2023
Q3 		$8K Buy
+259
New +$8.09K ﹤0.01% 516

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Financial Management Professionals's ACIO Position: Q1 2024 in Review

Financial Management Professionals sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2024, closing a stake of 259 shares — an estimated $9K sold.

Financial Management Professionals first reported a position in ACIO in Q3 2023 and held it in 2 quarters. The position peaked at $9K in Q4 2023. 64 funds tracked by Wall St. Rank hold ACIO as of Q1 2024.

  • Financial Management Professionals reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Management Professionals sold 259 Aptus Collared Investment Opportunity ETF shares in Q1 2024, an estimated $9K.
  • Financial Management Professionals first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2023 and held it in 2 quarters.
  • Financial Management Professionals's Aptus Collared Investment Opportunity ETF position peaked at $9K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.